Financial Planning

With more than 20 fully accredited financial planners and access to 42 Fund Managers, BankSA works with you to reach your financial goals. Your initial meeting with a Financial Planner will investigate your current situation, discuss your specific financial and personal goals, assess your risk profile and devise a strategy tailored to your needs.

Your Financial Planner can assist in the following areas:

• Make the most of your superannuation
• Maximise your income in retirement
• Review ways to secure your lifestyle and financial goals
• Learn how to diversify your investments across shares, managed funds, property, fixed interest and cash
• Discuss strategies to help reduce tax
• Learn how to accumulate wealth through margin lending and investment gearing strategies
• Risk management including insurance protection for you and your family
• Provide expert advice on redundancy or early retirement.

A BankSA Financial Planner helps you make more informed decisions about your money so you can maintain or improve your lifestyle and reach your financial goals.

View a summary of the Financial Planning process.

To find out more about the investment options that suit you, arrange to meet a BankSA Financial Planner or call us on 1300 301 641 between 7:30am - 7:30pm Monday to Thursday and 7:30am - 5:30pm Fridays.